Householder Group Estate & Retirement Specialist’s CubeSmart CUBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-7,797
| Closed | -$419K | – | 675 |
|
|
2024
Q3 | $419K | Buy |
7,797
+171
| +2% | +$9.19K | 0.12% | 160 |
|
|
2024
Q2 | $344K | Buy |
7,626
+1,723
| +29% | +$77.7K | 0.1% | 176 |
|
|
2024
Q1 | $267K | Sell |
5,903
-1,077
| -15% | -$48.7K | 0.08% | 204 |
|
|
2023
Q4 | $323K | Buy |
6,980
+731
| +12% | +$33.8K | 0.11% | 174 |
|
|
2023
Q3 | $238K | Buy |
+6,249
| New | +$238K | 0.09% | 199 |
|
|
2023
Q1 | $17K | Buy |
+363
| New | +$17K | 0.01% | 665 |
|
|
2022
Q4 | – | Sell |
-248
| Closed | -$9K | – | 473 |
|
|
2022
Q3 | $9K | Buy |
+248
| New | +$9K | ﹤0.01% | 738 |
|